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I'm 65 with $400K in a traditional IRA. I plan to work into my 70s but I'm worried about taxes — should I convert to a Roth IRA and take the tax hit now while I'm still …
Picture this: you’re 65 years old, still working and have around $400,000 saved in a traditional IRA. You’re healthy, active ...
I told my bank to fund a backdoor IRA, but my adviser left the money in the wrong account. Should I sue?
Related: 'I got seriously burned': My financial adviser took me for lunch, bought my kids gifts - and had me invest $500,000 in annuities. What should I do? Both you and the adviser are culpable.
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How Can I Roll Over $865K to a Roth IRA and Keep the Tax Bill Low?
Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...